Oakwell Private Wealth Management’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Oakwell Private Wealth Management’s Portfolio SHM Stock Details SHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,028	Closed	-$284K	–	60
2023 Q2	$284K	Buy	6,028 +565	+10%	+$26.6K	0.12%	51
2023 Q1	$260K	Sell	5,463 -644	-11%	-$30.4K	0.12%	55
2022 Q4	$287K	Buy	6,107 +179	+3%	+$8.33K	0.14%	51
2022 Q3	$273K	Buy	+5,928	New	+$280K	0.15%	53

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Oakwell Private Wealth Management's SHM Position: Q3 2023 in Review

Oakwell Private Wealth Management sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q3 2023, closing a stake of 6,028 shares — an estimated $284K sold.

Oakwell Private Wealth Management first reported a position in SHM in Q3 2022 and held it in 4 quarters. The position peaked at $287K in Q4 2022. 402 funds tracked by Wall St. Rank hold SHM as of Q3 2023.

Oakwell Private Wealth Management reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q3 2023 after selling out during the quarter.
Oakwell Private Wealth Management sold 6,028 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q3 2023, an estimated $284K.
Oakwell Private Wealth Management first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q3 2022 and held it in 4 quarters.
Oakwell Private Wealth Management's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $287K in Q4 2022.
402 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q3 2023.

Based on Oakwell Private Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.